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Allison Transmission

Name Holding Trade Value Shares
Change
Change in
Stake
VH
1
ValueAct Holdings
California
$514M
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$282M +$6.94M +228,642 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$272M +$6.26M +206,088 +2%
BC
4
Brahman Capital
New York
$212M +$54.3M +1,786,900 +32%
MC
5
Maverick Capital
Texas
$206M +$26.3M +866,426 +14%
SFM
6
Systematic Financial Management
New Jersey
$204M +$25M +822,224 +13%
GCM
7
Gates Capital Management
New York
$199M +$19.3M +636,111 +10%
CGI
8
CI Global Investments
California
$184M +$44.9M +1,479,600 +30%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$141M +$6.28M +206,706 +4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$131M -$5.72M -188,344 -4%
C
11
Consulta
United Kingdom
$111M +$62.2M +2,048,579 +111%
BIT
12
BlackRock Institutional Trust
California
$109M +$1.39M +45,769 +1%
PC
13
PointState Capital
New York
$92.9M -$47.1M -1,550,441 -32%
ClearBridge Investments
14
ClearBridge Investments
New York
$81.7M +$35.4M +1,166,692 +69%
CI Investments Inc
15
CI Investments Inc
Ontario, Canada
$80.3M +$1.75M +57,700 +2%
WRF
16
Waddell & Reed Financial
Kansas
$79.3M -$36M -1,186,398 -30%
NM
17
Naya Management
United Kingdom
$78.3M +$55.8M +1,836,860 +201%
MCM
18
Munder Capital Management
Michigan
$76.1M +$45.1M +1,484,705 +125%
TAM
19
Timucuan Asset Management
Florida
$60.9M +$445K +14,667 +0.7%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$57.9M -$5.85M -192,608 -9%
JP Morgan Chase
21
JP Morgan Chase
New York
$53.4M +$907K +29,859 +2%
ACM
22
Addison Clark Management
Connecticut
$50.6M -$390K -12,853 -0.7%
CCP
23
Clough Capital Partners
Massachusetts
$47.4M -$957K -31,514 -2%
FPP
24
Findlay Park Partners
United Kingdom
$46.7M
State Street
25
State Street
Massachusetts
$45.6M +$6.48M +213,476 +15%